Civic Intelligence

Shirley Perry Foundation

990 • Fiscal year 2019 • EIN 26-1910943

Jan 01, 2019 to Dec 31, 2019 • Filed on May 22, 2021

Organization ProfileN/A
1 Camino SobranteOrinda, CA 94563

(925) 452-4083

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

58th percentile

5.4%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

61%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,193,167

Up $316,807 (+5.4%) from 2018

Net Assets

Up

$6,193,167

Up $316,807 (+5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin91st percentile

Revenue

Up

$611,763

Up $232,853 (+61%) from 2018

Expenses

Up

$294,956

Up $42,031 (+17%) from 2018

Net Income

Up

$316,807

Up $190,822 (+151%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $5,764,602Liabilities 2013: $20Net Assets 2013: $5,764,5822013Assets 2014: $5,865,699Liabilities 2014: $0Net Assets 2014: $5,865,6992014Assets 2015: $5,851,736Liabilities 2015: $20Net Assets 2015: $5,851,7162015Assets 2016: $5,664,906Liabilities 2016: $0Net Assets 2016: $5,664,9062016Assets 2017: $5,750,376Liabilities 2017: $0Net Assets 2017: $5,750,3762017Assets 2018: $5,876,360Liabilities 2018: $0Net Assets 2018: $5,876,3602018Assets 2019: $6,193,167Liabilities 2019: $0Net Assets 2019: $6,193,1672019Assets 2020: $6,419,190Liabilities 2020: $0Net Assets 2020: $6,419,1902020Assets 2021: $6,635,149Liabilities 2021: $0Net Assets 2021: $6,635,1492021Assets 2022: $7,106,938Liabilities 2022: $0Net Assets 2022: $7,106,9382022Assets 2023: $7,731,588Liabilities 2023: $0Net Assets 2023: $7,731,5882023Assets 2024: $7,769,067Liabilities 2024: $0Net Assets 2024: $7,769,0672024Assets 2025: $7,819,412Liabilities 2025: $0Net Assets 2025: $7,819,4122025

Highlighted filing

2019

Assets$6,193,167
Liabilities$0
Net Assets$6,193,167
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $937,230Expenses 2013: $165,243Net Income 2013: $771,9872013Revenue 2014: $303,129Expenses 2014: $202,012Net Income 2014: $101,1172014Revenue 2015: $239,662Expenses 2015: $253,645Net Income 2015: -$13,9832015Revenue 2016: $185,435Expenses 2016: $256,400Net Income 2016: -$70,9652016Revenue 2017: $292,616Expenses 2017: $207,147Net Income 2017: $85,4692017Revenue 2018: $378,910Expenses 2018: $252,925Net Income 2018: $125,9852018Revenue 2019: $611,763Expenses 2019: $294,956Net Income 2019: $316,8072019Revenue 2020: $472,790Expenses 2020: $246,767Net Income 2020: $226,0232020Revenue 2021: $475,760Expenses 2021: $259,801Net Income 2021: $215,9592021Revenue 2022: $299,170Expenses 2022: $347,769Net Income 2022: -$48,5992022Revenue 2023: $301,227Expenses 2023: $277,559Net Income 2023: $23,6682023Revenue 2024: $418,233Expenses 2024: $380,754Net Income 2024: $37,4792024Revenue 2025: $514,181Expenses 2025: $463,836Net Income 2025: $50,3452025

Highlighted filing

2019

Revenue$611,763
Expenses$294,956
Net Income$316,807
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 22, 2021
Return Version
2019v5.0
Gross Receipts
$1,081,552
Mission and Program Overview

Mission

Charitable support organization with its net income going exclusively for the benefit of four charities, viz: lions blind center of diablo valley, pittsburg, ca., american diabetes association, alexander va., friends of animal services, antioch, ca., and guide dogs for the blind of san rafael, ca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,876,360$6,193,167▲ $316,807
Investments in Publicly Traded Securities$5,775,793$6,181,213▲ $405,420
Savings and Temporary Cash Investments$100,567$11,954▼ $88,613
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,876,360$6,193,167▲ $316,807
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,876,360$6,193,167▲ $316,807
Total Liabilities and Net Assets / Fund Balance$5,876,360$6,193,167▲ $316,807
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Cheryl AllegroPresident/Director
Daniel K BeattyDirector
Edward P SchrothDirector
James ConleyDirector
Thomas F HortonDirector
Tony AllegroDirector
Robert J SehrSecretary/Director
Vasili MilliasTreasurer/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$611,763
Other Revenue
$0
Change in Net Assets
$316,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$276,592
Other Expenses$18,364
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$276,592--$276,592
Fees for Service Investment Mgmnt Fees-$17,164-$17,164
Fees for Services Other-$1,200-$1,200
Total Functional Expenses$276,592$18,364$0$294,956
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Diabetes AsscAlexandria, VA-General Support Payments$69,148
Freinds of Animal ServAntioch, CA-General Support Payments$69,148
Guide Dogs for BlindSan Rafael, CA-General Support Payments$69,148
Lions Blind Cntr DvPittsburg, CA-General Support Payments$69,148
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Claymilliasco-vasili MilliasTreasurerTax Preparation ServicesNo-
Jbrooker Cpas-d BeattyTrusteeInvestment Management FeesNo-
Rober J Sehr JrSecretaryLegal ServicesNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Director tony allegro is the spouse of the president cheryl allegro. There is no business relationship to the foundation for the above directors.president-cheryl allegro is also the trustee of the shirley perry living trust uta dtd. The perry trust contributed assets to the foundation.director-daniel beatty is the financial advisor to the foundation.secretary-robert j sehr jr- legal advisor to the foundation.treasurer-vasili miilias- cpa to the foundation.the services provided above are to be purchased at the regular and customary current hourly rates of such individuals which are being charged to other of their respective clients.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board reviews and approves.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Foundation files required exempt organization returns and reports to the federal and state authorities.other disclosures are dealt with upon request.”

Filing and Contact Details

Filer

Filer Name
Shirley Perry Foundation
EIN
26-1910943
Phone
9254524083
Address
1 CAMINO SOBRANTE, ORINDA, CA 94563

Signing Officer

Name
Robert J Sehr
Title
Secretary/Director
Signed
2021-05-22
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
James T Clay CPA
Address
1 CAMINO SOBRANTE STE 215, ORINDA, CA 94563
Preparer
James T Clay CPA
Phone
9257574808
Raw XML AppendixShowing 400 of 403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CHARITABLE SUPPORT ORGANIZATION WITH ITS NET INCOME GOING EXCLUSIVELY FOR THE BENEFIT OF FOUR CHARITIES, VIZ: LIONS BLIND CENTER OF DIABLO VALLEY, PITTSBURG, CA., AMERICAN DIABETES ASSOCIATION, ALEXANDER VA., FRIENDS OF ANIMAL SERVICES, ANTIOCH, CA., AND GUIDE DOGS FOR THE BLIND OF SAN RAFAEL, CA.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SAME AS ABOVE
IRS990/BooksInCareOfDetail/PhoneNum09254524083
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 CAMINO SOBRANTE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORINDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094563
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05876360
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt06193167
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0276592
IRS990/CYInvestmentIncomeAmt0611763
IRS990/CYOtherExpensesAmt018364
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0316807
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0294956
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0611763
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0CHARITABLE SUPPORT ORGANIZATION WITH ITS NET INCOME GOING EXCLUSIVELY FOR THE BENEFIT OF FOUR CHARITIES, VIZ: LIONS BLIND CENTER OF DIABLO VALLEY, PITTSBURG, CA., AMERICAN DIABETES ASSOCIATION, ALEXANDER VA., FRIENDS OF ANIMAL SERVICES, ANTIOCH, CA., & GUIDE DOGS FOR THE BLIND OF SAN RAFAEL, CA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0276592
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesOtherGrp/TotalAmt01200
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017164
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017164
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0CHERYL ALLEGRO
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL K BEATTY
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT J SEHR
IRS990/Form990PartVIISectionAGrp/PersonNm3VASILI MILLIAS
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS F HORTON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES CONLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6EDWARD P SCHROTH
IRS990/Form990PartVIISectionAGrp/PersonNm7TONY ALLEGRO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer/DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0338386
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0276592
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0276592
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0808175
IRS990/GrossReceiptsAmt01081552
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0273377
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0273377
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05775793
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06181213
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0469789
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CHARITABLE SUPPORT ORGANIZATION WITH ITS NET INCOME GOING EXCLUSIVELY FOR THE BENEFIT OF FOUR CHARITIES, VIZ: LIONS BLIND CENTER OF DIABLO VALLEY, PITTSBURG, CA., AMERICAN DIABETES ASSOCIATION, ALEXANDER VA., FRIENDS OF ANIMAL SERVICES, ANTIOCH, CA., AND GUIDE DOGS FOR THE BLIND OF SAN RAFAEL, CA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05876360
IRS990/NetAssetsOrFundBalancesEOYAmt06193167
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0338386
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0338386
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0235232
IRS990/PYInvestmentIncomeAmt0378910
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017693
IRS990/PYRevenuesLessExpensesAmt0125985
IRS990/PYTotalExpensesAmt0252925
IRS990/PYTotalRevenueAmt0378910
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0316807
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100567
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011954
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0325403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0276744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0225730
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0285601
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01113478
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt01113478
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt069148
IRS990ScheduleI/RecipientTable/CashGrantAmt169148
IRS990ScheduleI/RecipientTable/CashGrantAmt269148
IRS990ScheduleI/RecipientTable/CashGrantAmt369148
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT PAYMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN DIABETES ASSC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FREINDS OF ANIMAL SERV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GUIDE DOGS FOR BLIND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LIONS BLIND CNTR DV
IRS990ScheduleI/RecipientTable/RecipientEIN0131623888
IRS990ScheduleI/RecipientTable/RecipientEIN1680390937
IRS990ScheduleI/RecipientTable/RecipientEIN2941196195
IRS990ScheduleI/RecipientTable/RecipientEIN3946088712
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01660 DUKE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 242
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2350 LOS RANCHITOS ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3175 ALVARADO AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALEXANDRIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ANTIOCH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PITTSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022314
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194509
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294915
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394531
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JBROOKER CPAS-D BEATTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1CLAYMILLIASCO-VASILI MILLIAS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2ROBER J SEHR JR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TREASURER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SECRETARY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT MANAGEMENT FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1TAX PREPARATION SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2LEGAL SERVICES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR TONY ALLEGRO IS THE SPOUSE OF THE PRESIDENT CHERYL ALLEGRO. THERE IS NO BUSINESS RELATIONSHIP TO THE FOUNDATION FOR THE ABOVE DIRECTORS.PRESIDENT-CHERYL ALLEGRO IS ALSO THE TRUSTEE OF THE SHIRLEY PERRY LIVING TRUST UTA DTD. THE PERRY TRUST CONTRIBUTED ASSETS TO THE FOUNDATION.DIRECTOR-DANIEL BEATTY IS THE FINANCIAL ADVISOR TO THE FOUNDATION.SECRETARY-ROBERT J SEHR JR- LEGAL ADVISOR TO THE FOUNDATION.TREASURER-VASILI MIILIAS- CPA TO THE FOUNDATION.THE SERVICES PROVIDED ABOVE ARE TO BE PURCHASED AT THE REGULAR AND CUSTOMARY CURRENT HOURLY RATES OF SUCH INDIVIDUALS WHICH ARE BEING CHARGED TO OTHER OF THEIR RESPECTIVE CLIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND APPROVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION FILES REQUIRED EXEMPT ORGANIZATION RETURNS AND REPORTS TO THE FEDERAL AND STATE AUTHORITIES.OTHER DISCLOSURES ARE DEALT WITH UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05876360
IRS990/TotalAssetsEOYAmt06193167
IRS990/TotalAssetsGrp/BOYAmt05876360
IRS990/TotalAssetsGrp/EOYAmt06193167
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018364
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0276592
IRS990/TotalFunctionalExpensesGrp/TotalAmt0294956
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05876360
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06193167
IRS990/TotalProgramServiceExpensesAmt0276592
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0611763
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0611763
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05876360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06193167
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 CAMINO SOBRANTE 215
IRS990/USAddress/CityNm0ORINDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094563
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J SEHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/DIR.
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIRLEY PERRY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHIR
ReturnHeader/Filer/EIN0261910943
ReturnHeader/Filer/PhoneNum09254524083
ReturnHeader/Filer/USAddress/AddressLine1Txt01 CAMINO SOBRANTE
ReturnHeader/Filer/USAddress/CityNm0ORINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680340231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES T CLAY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 CAMINO SOBRANTE STE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094563
ReturnHeader/PreparerPersonGrp/PhoneNum09257574808
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES T CLAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-22T13:46:24-07:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,193,167
Liabilities
$0
Net assets
$6,193,167
Revenue
$611,763
Expenses
$294,956
Net income
$316,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.51$0.46$0.05
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.42$0.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.30$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.30$0.35$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.48$0.26$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.47$0.25$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.61$0.29$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.38$0.25$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.29$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.19$0.26$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.24$0.25$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.30$0.20$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.94$0.17$0.77
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $5M-$10M nonprofits